Settings

To open Settings, select the gear at the top of the sidebar's Home screen (or More, then Settings).

Screenshot coming soonsettings-screen

The four choices from the setup wizard:

• Language — English, French, Spanish or Arabic.
• Currency code — the 3-letter code of your currency, for example EUR.
• Fiscal start month — the month your year starts in.
• Start of the week — Monday to Sunday.

Change what you need and select Save at the bottom. Cancel takes you back to Home without saving.

When you change the language or the currency, the button shows Saving & rebuilding… while MonetrixOS rewrites your tabs' headings and number formats. Your transactions and other data are kept. When it's done, you see Saved. ✅

Open the sidebar automatically when I open this workbook — select the button to switch between On and Off. It is off until you turn it on.

When it's on, the MonetrixOS sidebar opens by itself when the spreadsheet opens. The Home screen may show a tip about this until you turn it on or select Got it.

The About section shows the add-on's Version and the last characters of your Licence key. Support may ask you for these. For your licence status, use MonetrixOS › ℹ️ About in the menu — see Activate your licence.

This section keeps the structure of your workbook in step with the add-on. It shows your Sheet version and the latest version.

• Update automatically — On or Off. On by default: updates are applied when you open the workbook, so you get new features without doing anything.
• When an update is waiting and you update by hand, tick I have made a backup copy of this workbook, then select Update now.

Your data is never touched by an update. Everything about updates is explained in Workbook updates & your data.

Fill the workbook with example data — select Add demo data to add about seven months of example transactions, transfers, goals, loans, budgets and recurring rules, so you can see how the workbook looks with data.

1. Select Add demo data.
2. Confirm the message. The button shows Adding demo data….
3. When it's done, a message tells you how much was added, for example Demo data added: … transactions, … transfers …

In the Danger Zone, Reset the template rebuilds every sheet from scratch.

1. Make a backup copy first: File › Make a copy.
2. Select Reset template.
3. Read the confirmation — This permanently deletes ALL your data and rebuilds the sheet. This cannot be undone. Continue? — and confirm.
4. Wait while the button shows Rebuilding…. When you see Template rebuilt. ✅, your workbook is empty and ready to use again.

The automation is set up again after a reset. Your licence stays active.